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Hi I created multiple agents as I was having an issue. How do I know which is being used and how can I delete the duplicate agents so I can verify.  

 

#Trailhead Challenges

3 answers
  1. Today, 10:03 PM

    Hi @Hannah Moriarty We see that you have completed this Badge. Can you please mark the appropriate response as "Best Answer” or post the resolution that helped you in resolving this issue? So that it can help the other Trailblazers.

    Thanks.

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I have a Flow that updates the Probability field on an Opportunity depending on the "Status" (custom field) that the user has selected. However, we would like the user to be able to manually enter the Probability if they determine that it should be different than the defaults we created in the flow. 

 

How can I utilize this flow, but still allow the user to enter the Probability manually? 

 

Example 1:  

User updates the Status field to "Project viable and imminent (40%)", then the Flow automatically updates the Probability to 40%. 

User decides the Probability should actually be 25% and needs to enter it manually, but the Flow prevents it. 

 

Example 2: User creates a new Opportunity and manually enters the Probability. Later, the user advances the Stage & Status, the Flow automatically updates the Probability when it should leave the manual entry as-is. 

 

Potential workaround - I created a formula checkbox field called "Manual Prob" and I am trying to create a formula or flow that will check the box if the value is entered manually by the user - but i don't know how to do this. Then in my original flow, i could add a condition where it will only run if "Manual Prob" equals FALSE. 

If this the best solution to my original question, then how do I check the box ONLY IF the user manually enters the value? 

 

#Flow  #Flows  #Salesforce Flow

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I'm trying to complete this Trailhead module (https://trailhead.salesforce.com/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/filter-your-reports?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-administrator-credential

) but there is no option for Contains on the Operator dropdown for the Type field. I saw other posts saying if you save and reopen the report, they show up, but not for me. Does anyone know how else to complete the challenge? 

 

#Trailhead Challenges

3 answers
  1. Today, 10:00 PM

    @Steve Molis

    Thanks for the quick reply. The sidebar is dragged all the way down but there are no more operators to choose from.  

    Thanks for the quick reply. The sidebar is dragged all the way down but there are no more operators to choose from.

     

     

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In the module, Create an Identity Resolution Ruleset, while I am trying to Create New Ruleset in Identity Resolutions on Data Cloud App. After Create New Ruleset step we need to choose Primary Data Model Object dropdown but it is not showing list of values. Why it is happening to me I am not able to go forward to other modules due to incompletion of this module. Can anyone know the solution why the drop down list is not showing to select the value

 

#Trailhead Challenges

 

In the module, Create an Identity Resolution Ruleset, while I am trying to Create New Ruleset in Identity Resolutions on Data Cloud App. After Create New Ruleset step we need to choose Primary Data Model Object dropdown but it is not showing list of valu

 

 

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3 answers
  1. Today, 9:58 PM

    Hi @PRASANNA MARICHERLA This issue needs further review and we may need access to your playground. We will reach out to you via email to connect further. 

     

    Best Regards, 

    Ravi

     

    ++CreateTrailheadCase

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I have a flow that reassigns users after 2 days of no tasks on Lead record. The requirement has changed to re-assign after 2 hours of inactivity. I am unable to pull information from Task onto Lead with a formula field. Is there any way to get the hour information between task completed dates into Lead that will update in real time without code? 

 

#Salesforce Developer  #Flow  #Salesforce Admin

2 answers
  1. Today, 9:57 PM

    Right now I"m doing something to the affect of NOW()-LastActivityDate on the Lead Object

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V I asked in #Visualforce

Hi, 

 

Currently, our Visualforce email template generates emails to approvers contains the following: 

 

<sbaa:relatedList rendered="{!relatedTo.AQS_Quote__c != null}" recordId="{!relatedTo.AQS_Quote__c}" relationshipName="AQS_AA_Approvals__r" fieldSetName="AQS_Approval_Request"/> 

 

This lists out all the Advanced Approval records linked to the quote. I'd like to filter out the records shown. We've recently enabled archival of approval records and I'd like to exclude the archived records from being shown in the email. How may I do that? 

 

Thanks! 

 

#Visualforce  #Advanced Approvals  #Salesforce CPQ & Billing

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2 answers
  1. Today, 9:54 PM

    Hi @John Perla We see that you have completed this Badge. Can you please mark the appropriate response as "Best Answer” or post the resolution that helped you in resolving this issue? So that it can help the other Trailblazers.

    Thanks.

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2 answers
  1. Today, 9:51 PM

    Hi @Vandan Kumbhat This issue needs further review and we may need access to your playground. We will reach out to you via email to connect further. 

     

    Best Regards, 

    Ravi

     

    ++CreateTrailheadCase

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I can't click create calendar, i am not seeing the setting option? 

 

#Trailhead Challenges

7 answers
  1. Today, 9:49 PM

    Hi @Ivana Sehovac This issue needs further review and we may need access to your playground. We will reach out to you via email to connect further. 

     

    Best Regards, 

    Ravi

     

    ++CreateTrailheadCase

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I filled out the form on https://trailhead.salesforce.com/promo/orgs/troubleshootingorg

to request the Dev org for Troubleshooting, but I never receive an email. 

 

I've tried filling out the form multiple times and have not received any email notification. 

 

#Trailhead Challenges  #Trailhead

1 answer
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